Retirement Insights

Read our latest insights, retirement plan news, and rate
information to help you plan successfully for your financial future.

Social Security
Estate Planning: Documents Every Adult Should Consider | Baird Retirement Management Apr 12, 2022

Estate Planning: Documents Every Adult Should Consider | Baird Retirement Management

Every adult, regardless of age or wealth, should have an estate plan.

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Social Security
​Four Tips to Tax-Efficient Investing | Baird Retirement Management Mar 30, 2022

​Four Tips to Tax-Efficient Investing | Baird Retirement Management

Is your portfolio tax-efficient? Here are four ways tax-smart investing can potentially help you keep more of what you earn.

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Social Security
February 2022 Chevron Segment Rate Summary Mar 23, 2022

February 2022 Chevron Segment Rate Summary

Will your Chevron lump sum increase or decrease in May?

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Social Security
How to Deal With the Inevitable Volatility Mar 15, 2022

How to Deal With the Inevitable Volatility

Though they can be painful, market corrections are a natural and necessary part of long-term investing.

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Social Security
Strategies for Moving from Retirement Asset Accumulation to Distribution Mar 08, 2022

Strategies for Moving from Retirement Asset Accumulation to Distribution

This video discusses considerations for retirees as they move from the accumulation phase to the distribution phase of their retirement assets.

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Social Security
Bridging the Gap between Retirement and Social Security Mar 08, 2022

Bridging the Gap between Retirement and Social Security

This video discusses strategies that retirees can use to bridge the gap between retirement and social security.

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Social Security
Russia has invaded Ukraine. What now? Mar 01, 2022

Russia has invaded Ukraine. What now?

With the Ukraine/Russia conflict dominating global news the question you want to be asking yourself is this: How does an invasion of the Ukraine impact my investments and the earnings prospects of the largest companies in the United States?

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Social Security
Navigating Icy Waters Feb 15, 2022

Navigating Icy Waters

It's always uncomfortable when the market has a bout of indigestion. But it also serves as a good opportunity, as investors, to remind ourselves of a few things...

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Social Security
A Little-Known Strategy for Relieving Social Security anxiety Feb 01, 2022

A Little-Known Strategy for Relieving Social Security anxiety

There are many nuances to Social Security. In this article we'll unpack a little known rule on filing for retroactive benefits.

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